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itflow
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johnnyq e277289ed6 Added Assets Sample Template Download Link on import assets and cleaned up import assets 2022-01-21 12:40:44 -05:00
.github Create FUNDING.yml 2021-12-16 12:10:23 -05:00
css upgraded PHPMailer, AdminLTE, chartJS, Select2 Libraries 2020-01-21 00:45:16 -05:00
dist Bumped AdminLTE and its libraries from 3.0.4 to 3.1 This broke Calendar support will fix 2021-03-23 21:05:00 -04:00
js More Audit logging fixes and added proper permissions and added common datasets when a company is added 2021-12-28 18:53:48 -05:00
plugins Changed product cost to product price as it makes more sense, some cleanup on the new product auto complete feature, added JQueryUI as a local asset instead of a remote asset 2022-01-16 15:29:52 -05:00
uploads Created a tmp directory, added states array to setup add localhost default database host value to setup, added inputmask to setup 2019-08-22 13:24:36 -04:00
vendor Bumped PHPMailer from 6.4.0 to 6.5.1 2021-09-20 18:33:00 -04:00
.gitignore Ignore 2022-01-04 03:33:47 +00:00
LICENSE Remove additonal 'how to use' info 2022-01-09 22:46:27 +00:00
README.md Client ID, not company! 2022-01-09 16:05:35 +00:00
accounts.php Fixed client details page as functions was declared twice 2021-12-23 10:58:16 -05:00
add_account_modal.php Removed default currency and default country under settings added a company currency to the company table. Now currency default and country default uses company country and currency, updated the currency symbol to use companies currency under dashboard, expenses, profit loss reports 2021-11-19 20:45:57 -05:00
add_asset_csv_modal.php Added Assets Sample Template Download Link on import assets and cleaned up import assets 2022-01-21 12:40:44 -05:00
add_asset_modal.php DB Structure update, Hide Passwords under client logins until eyeball is clicked to reveal password, prevent the looking over your shoulder type attack, Added Install Date to Assets, reworked client assets listing to include Operating System and Install Date 2021-12-08 22:15:20 -05:00
add_calendar_event_modal.php Added event description will add the rest tmrw, some other minor cleanups 2022-01-12 19:07:27 -05:00
add_calendar_modal.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
add_campaign_modal.php Updates and Fixings to Audit Logs, added client tag selection for mass email campaigns 2021-12-28 18:16:54 -05:00
add_category_modal.php Modifed color pickeer logic under categories, you can pick from 20 different colors and it will only show the color not used when adding or editing new, also updated categories listing to now be categrizerd 2021-02-15 17:10:01 -05:00
add_certificate_modal.php Switch Out Fetch for a Sync Icon button to fetch Certificate Data, also updated the field certificate_public_key to a text field instead of varchar as it was causing a crash with large pub keys 2022-01-18 16:19:27 -05:00
add_client_modal.php Updated New Client form with location phone number, renamed address tab to location, moved website from contact tab to Details tab, along with other UI cleanup 2022-01-13 15:47:13 -05:00
add_company_modal.php Added Refferal Datasets on new company 2021-12-28 20:54:17 -05:00
add_contact_modal.php Removed all Input masks for phone numbers, now need to work on formating phone numbers for display based off digit length 2021-09-11 21:51:36 -04:00
add_custom_link_modal.php Introduced Custom Extenal Links on main side Nav DB Structure updated Thanks @aftechno 2021-08-19 12:25:32 -04:00
add_document_modal.php Add tag functionality to documents 2022-01-05 21:58:10 +00:00
add_domain_modal.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
add_expense_copy_modal.php Set placeholder for expense description 2021-08-28 15:14:10 -04:00
add_expense_modal.php Set placeholder for expense description 2021-08-28 15:14:10 -04:00
add_expense_refund_modal.php Set placeholder for expense description 2021-08-28 15:14:10 -04:00
add_file_modal.php Add HTML accept attribute to add file modal to suggest allowed filetypes to user 2022-01-09 15:36:28 +00:00
add_invoice_copy_modal.php Added Invoice and Quote Prefix field to fix sorting issues 2021-02-08 16:57:29 -05:00
add_invoice_modal.php Remove Currency Selection from invoice, quote and recurring as this will be determined by your company currency in settings, the payment is what matters as this is where it will be converted 2021-08-29 22:07:46 -04:00
add_invoice_recurring_modal.php Restored Accidentally Deleted Create Recurring from Invoice Code 2021-02-27 13:53:49 -05:00
add_location_modal.php Fix a bunch of PHP Errors regarding various variable issues non existent vars, cleaned up client export documentation and export assets etc 2021-12-09 15:26:21 -05:00
add_login_modal.php Fix Hide passwords on software and otp on login Fixes #292 2022-01-17 11:14:22 -05:00
add_network_modal.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
add_payment_modal.php replicated currency symbol across email communication, updated currency code to reflect the current invoice and or quote's currency code instead of the clients currency code 2022-01-14 14:58:27 -05:00
add_product_modal.php Add currency to price 2022-01-17 20:27:00 +00:00
add_quick_modal.php Added new category buttons to certian dropdowns to quickly add a category without going to setting then category also a few fixes here and there 2021-02-06 15:03:11 -05:00
add_quote_copy_modal.php Added Invoice and Quote Prefix field to fix sorting issues 2021-02-08 16:57:29 -05:00
add_quote_modal.php Remove Currency Selection from invoice, quote and recurring as this will be determined by your company currency in settings, the payment is what matters as this is where it will be converted 2021-08-29 22:07:46 -04:00
add_quote_to_invoice_modal.php Added Quote Prefix and Number to Quote to Invoice Header Modal 2021-08-28 00:15:36 -04:00
add_recurring_modal.php Remove Currency Selection from invoice, quote and recurring as this will be determined by your company currency in settings, the payment is what matters as this is where it will be converted 2021-08-29 22:07:46 -04:00
add_revenue_modal.php Removed default currency and default country under settings added a company currency to the company table. Now currency default and country default uses company country and currency, updated the currency symbol to use companies currency under dashboard, expenses, profit loss reports 2021-11-19 20:45:57 -05:00
add_scheduled_ticket_modal.php Add frontend/backend for adding scheduled new tickets 2022-01-07 22:32:23 +00:00
add_software_modal.php Fix Hide passwords on software and otp on login Fixes #292 2022-01-17 11:14:22 -05:00
add_tag_modal.php Added Tag Type to allow expansion of tagging support for other entities in the future 2021-12-27 12:06:37 -05:00
add_tax_modal.php Fix #216 Tax Percent Float limitation 2021-12-14 11:58:17 -05:00
add_ticket_modal.php Add support to link asset to ticket at creation, if on client ticket page 2022-01-20 21:23:04 +00:00
add_transfer_modal.php Updated Add/Edit Transfer UI to include notes in one pane also removed experimental check deposit code in transfer it will not work with split payments between invoices therefore it wont work 2021-08-28 15:09:36 -04:00
add_trip_copy_modal.php UI Update on Trip Forms contact forms and location forms also Contact / Location under add /edit contact now add or edit the primary location and contact 2021-08-28 16:07:31 -04:00
add_trip_modal.php Fixed Required Field Marker for miles / round trip 2021-09-03 18:22:59 -04:00
add_user_modal.php Fix User Role when adding a user 2021-12-22 14:07:58 -05:00
add_vendor_modal.php Fix a bunch of PHP Errors regarding various variable issues non existent vars, cleaned up client export documentation and export assets etc 2021-12-09 15:26:21 -05:00
admin_side_nav.php BREAKING CHANGES - Many DB Updates - NOT POSSIBLE TO EASILY UPGRADE TO THIS - Completely reworked User Company Access Permssions, started working on Client Role so Clients can access their data and a bunch of other small fixes 2021-12-22 13:08:24 -05:00
alerts.php Added Refferal Datasets on new company 2021-12-28 20:54:17 -05:00
alerts_archived.php Code cleanup and fix possible injections when a trusted user is logged in thanks to mwdmeyer, constant_chaos, disclosure5 and rightwayround from /r/msp for pointing these issues out 2021-12-12 13:16:26 -05:00
api.php Add functionality to for adding new assets via API 2022-01-07 15:51:22 +00:00
assets.php Code cleanup and fix possible injections when a trusted user is logged in thanks to mwdmeyer, constant_chaos, disclosure5 and rightwayround from /r/msp for pointing these issues out 2021-12-12 13:16:26 -05:00
base32static.php Implemented 2FA TOTP with Google Authenticator 2019-06-16 22:33:55 -04:00
blank.php Removed Telemetry test 2022-01-15 22:38:46 -05:00
calendar_events.php Move Full Calendar assets from main header to event section 2022-01-20 11:28:07 -05:00
campaign_details.php More work on Campaign Mailing List, started adding space in between Currency symbol and number 2021-11-21 12:24:40 -05:00
campaigns.php More Define canned date if not set. Prevents undefined errors Same as a48e302 2022-01-13 14:07:51 -05:00
categories.php Fix Spelling mistake 2022-01-02 00:28:38 -05:00
check_login.php Add Secure flag (HTTPS only) to cookies 2022-01-09 13:56:45 +00:00
checkout.php Added selectable num of records on each listing page, fixed up Pagination Records UI, added new stripe library, further worked on stripe integration, fixed mispelling in client details 2021-02-10 11:21:38 -05:00
client.js Added selectable num of records on each listing page, fixed up Pagination Records UI, added new stripe library, further worked on stripe integration, fixed mispelling in client details 2021-02-10 11:21:38 -05:00
client.php Add confirmation for client deletion from the client summary banner 2022-01-05 14:27:20 +00:00
client_assets.php Encryption updates 2022-01-11 00:26:09 +00:00
client_assets_network.php Started Adding Detailed Assets more alert and audit logging work 2022-01-01 15:26:31 -05:00
client_assets_workstations.php Started Adding Detailed Assets more alert and audit logging work 2022-01-01 15:26:31 -05:00
client_certificates.php Add fetch button to retrieve certifiate from domain provided #289 2022-01-18 20:04:00 +00:00
client_contact_details_modal.php Number of Records per page is now configurable 2021-01-15 19:51:40 -05:00
client_contacts.php Update client_contacts.php 2022-01-07 00:26:24 +00:00
client_documents.php Add tag functionality to documents 2022-01-05 21:58:10 +00:00
client_domains.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
client_events.php Move Full Calendar assets from main header to event section 2022-01-20 11:28:07 -05:00
client_files.php Fix Client File Link 2021-09-21 23:48:55 -04:00
client_invoices.php Fixed it so invoice listing shows currency of that invoice, also replicated to quotes and recurring 2022-01-18 10:24:20 -05:00
client_locations.php Fix a bunch of PHP Errors regarding various variable issues non existent vars, cleaned up client export documentation and export assets etc 2021-12-09 15:26:21 -05:00
client_logins.php Add per-user password encryption using master key 2022-01-10 22:07:26 +00:00
client_networks.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
client_payments.php Fix #216 Updated Currency codes everywhere not just in a few places 2021-12-14 13:00:24 -05:00
client_print.php Fixed broken Client Print, added option to export client documentation with and without password 2021-12-04 12:12:14 -05:00
client_quotes.php Fixed it so invoice listing shows currency of that invoice, also replicated to quotes and recurring 2022-01-18 10:24:20 -05:00
client_recurring.php Fixed it so invoice listing shows currency of that invoice, also replicated to quotes and recurring 2022-01-18 10:24:20 -05:00
client_routes.php Started Adding Detailed Assets more alert and audit logging work 2022-01-01 15:26:31 -05:00
client_side_nav.php DB update The long awaited Client Tag support is finally complete along with icon support and color badges this has replaced the user maintenance field to allow further customization, fixed tickets as it was using the old permission system. 2021-12-27 11:42:13 -05:00
client_software.php Update encrypt 2022-01-11 00:15:54 +00:00
client_tickets.php Client Tickets display Contact Email below Contact name, removed email column reworked the display handler 2022-01-13 16:08:15 -05:00
client_trips.php Code cleanup and fix possible injections when a trusted user is logged in thanks to mwdmeyer, constant_chaos, disclosure5 and rightwayround from /r/msp for pointing these issues out 2021-12-12 13:16:26 -05:00
client_vendors.php Phone numbers are all now formatted correctly per their length 2021-09-11 22:41:50 -04:00
clients-test.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
clients.php Tidy DB file 2022-01-07 22:19:46 -05:00
companies.php Removed default currency and default country under settings added a company currency to the company table. Now currency default and country default uses company country and currency, updated the currency symbol to use companies currency under dashboard, expenses, profit loss reports 2021-11-19 20:45:57 -05:00
create.php Added selectable num of records on each listing page, fixed up Pagination Records UI, added new stripe library, further worked on stripe integration, fixed mispelling in client details 2021-02-10 11:21:38 -05:00
cron-mailer.php More work on Campaign Mailing List, started adding space in between Currency symbol and number 2021-11-21 12:24:40 -05:00
cron.php replicated currency symbol across email communication, updated currency code to reflect the current invoice and or quote's currency code instead of the clients currency code 2022-01-14 14:58:27 -05:00
custom_links.php Touch ups on External Links 2021-08-19 12:40:46 -04:00
dashboard.php Fix #216 Updated Currency codes everywhere not just in a few places 2021-12-14 13:00:24 -05:00
db.sql Switch Out Fetch for a Sync Icon button to fetch Certificate Data, also updated the field certificate_public_key to a text field instead of varchar as it was causing a crash with large pub keys 2022-01-18 16:19:27 -05:00
delete_client_modal.php Fixed up UI Invoice PDF and No Records 2021-04-06 17:41:41 -04:00
edit_account_modal.php UI Update on Trip Forms contact forms and location forms also Contact / Location under add /edit contact now add or edit the primary location and contact 2021-08-28 16:07:31 -04:00
edit_asset_modal.php DB Structure update, Hide Passwords under client logins until eyeball is clicked to reveal password, prevent the looking over your shoulder type attack, Added Install Date to Assets, reworked client assets listing to include Operating System and Install Date 2021-12-08 22:15:20 -05:00
edit_calendar_event_modal.php Added event description will add the rest tmrw, some other minor cleanups 2022-01-12 19:07:27 -05:00
edit_category_modal.php Made current Color Big and on top for edit category color 2021-02-15 17:18:25 -05:00
edit_certificate_modal.php Switch Out Fetch for a Sync Icon button to fetch Certificate Data, also updated the field certificate_public_key to a text field instead of varchar as it was causing a crash with large pub keys 2022-01-18 16:19:27 -05:00
edit_client_modal.php Removed Redundant Contact and location under edit client. 2021-12-31 16:24:28 -05:00
edit_company_modal.php Removed default currency and default country under settings added a company currency to the company table. Now currency default and country default uses company country and currency, updated the currency symbol to use companies currency under dashboard, expenses, profit loss reports 2021-11-19 20:45:57 -05:00
edit_contact_modal.php Removed Extra Scope under edit Quote 2021-11-13 12:44:33 -05:00
edit_custom_link_modal.php Introduced Custom Extenal Links on main side Nav DB Structure updated Thanks @aftechno 2021-08-19 12:25:32 -04:00
edit_document_modal.php Add tag functionality to documents 2022-01-05 21:58:10 +00:00
edit_domain_modal.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
edit_expense_modal.php Fixed Receipt Path under edit expense 2021-10-17 14:59:50 -04:00
edit_invoice_modal.php Fix a bunch of PHP Errors regarding various variable issues non existent vars, cleaned up client export documentation and export assets etc 2021-12-09 15:26:21 -05:00
edit_item_modal.php Combined edit invoice, quote and recurring item into 1 edit item 2021-02-08 13:11:56 -05:00
edit_location_modal.php DB Update, reworked upcoming tagging feature in SQL, Added Province and Postal Code to address labels, changed the field document_details to document_content in SQL 2021-11-08 18:07:36 -05:00
edit_login_modal.php Fix Hide passwords on software and otp on login Fixes #292 2022-01-17 11:14:22 -05:00
edit_network_modal.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
edit_product_modal.php Changed product cost to product price as it makes more sense, some cleanup on the new product auto complete feature, added JQueryUI as a local asset instead of a remote asset 2022-01-16 15:29:52 -05:00
edit_quote_modal.php Removed Extra Scope under edit Quote 2021-11-13 12:44:33 -05:00
edit_recurring_modal.php Did the same as previous commit for edit Quote Invoice Recurring 2021-08-29 22:12:16 -04:00
edit_revenue_modal.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
edit_software_modal.php Fix Hide passwords on software and otp on login Fixes #292 2022-01-17 11:14:22 -05:00
edit_tag_modal.php Added Tag Type to allow expansion of tagging support for other entities in the future 2021-12-27 12:06:37 -05:00
edit_tax_modal.php Fix #216 Tax Percent Float limitation 2021-12-14 11:58:17 -05:00
edit_ticket_modal.php Remove ticket updates option - this is managed by public/private notes 2022-01-20 21:17:00 +00:00
edit_ticket_reply_modal.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
edit_transfer_modal.php Updated Add/Edit Transfer UI to include notes in one pane also removed experimental check deposit code in transfer it will not work with split payments between invoices therefore it wont work 2021-08-28 15:09:36 -04:00
edit_trip_modal.php Missing Roundtrip label under edit trip 2021-12-12 01:52:09 -05:00
edit_user_modal.php BREAKING CHANGES - Many DB Updates - NOT POSSIBLE TO EASILY UPGRADE TO THIS - Completely reworked User Company Access Permssions, started working on Client Role so Clients can access their data and a bunch of other small fixes 2021-12-22 13:08:24 -05:00
edit_vendor_modal.php DB Update, reworked upcoming tagging feature in SQL, Added Province and Postal Code to address labels, changed the field document_details to document_content in SQL 2021-11-08 18:07:36 -05:00
expenses.php More Define canned date if not set. Prevents undefined errors Same as a48e302 2022-01-13 14:07:51 -05:00
footer.php Move Full Calendar assets from main header to event section 2022-01-20 11:28:07 -05:00
functions.php Adjust cookie setting to samesite none for encryption session key 2022-01-15 22:25:49 +00:00
get_credential.php Add IP / UA logging 2022-01-15 23:43:29 +00:00
get_settings.php Allow for encryption scheme upgrade 2022-01-11 14:03:34 +00:00
global.css Added selectable num of records on each listing page, fixed up Pagination Records UI, added new stripe library, further worked on stripe integration, fixed mispelling in client details 2021-02-10 11:21:38 -05:00
global_search.php Search on login username too 2022-01-14 17:53:14 +00:00
guest_footer.php Removed extra > in guest view footer 2021-02-27 14:09:26 -05:00
guest_header.php Fixed issue with guests requiring a login when viewing invoices by email. Removed check_login from guest header 2019-11-20 11:48:05 -05:00
guest_pay_invoice.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
guest_post.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
guest_view_invoice.php Reworked the PDF Invoice / Quote footer so it can fit more than 2 lines of text, also fixed quote footer not displaying under guest view quote 2022-01-19 14:27:15 -05:00
guest_view_quote.php Reworked the PDF Invoice / Quote footer so it can fit more than 2 lines of text, also fixed quote footer not displaying under guest view quote 2022-01-19 14:27:15 -05:00
header.php Move Full Calendar assets from main header to event section 2022-01-20 11:28:07 -05:00
index.php Code cleanup and fix possible injections when a trusted user is logged in thanks to mwdmeyer, constant_chaos, disclosure5 and rightwayround from /r/msp for pointing these issues out 2021-12-12 13:16:26 -05:00
invoice.php Reworked the PDF Invoice / Quote footer so it can fit more than 2 lines of text, also fixed quote footer not displaying under guest view quote 2022-01-19 14:27:15 -05:00
invoice_note_modal.php Fixed Edit Client Contact Title it was missing 2021-08-29 14:01:04 -04:00
invoices.php Fixed it so invoice listing shows currency of that invoice, also replicated to quotes and recurring 2022-01-18 10:24:20 -05:00
login.php Session management 2022-01-15 21:26:22 +00:00
logs.php More Define canned date if not set. Prevents undefined errors Same as a48e302 2022-01-13 14:07:51 -05:00
manage_document_tags_modal.php Spruced up Managed Document Tags UI 2022-01-21 11:13:16 -05:00
merge_ticket_modal.php Add merge ticket functionality 2022-01-12 19:01:17 +00:00
pagination.php Fixed up UI Invoice PDF and No Records 2021-04-06 17:41:41 -04:00
payments.php More Define canned date if not set. Prevents undefined errors Same as a48e302 2022-01-13 14:07:51 -05:00
post.php Added Assets Sample Template Download Link on import assets and cleaned up import assets 2022-01-21 12:40:44 -05:00
products.php Changed product cost to product price as it makes more sense, some cleanup on the new product auto complete feature, added JQueryUI as a local asset instead of a remote asset 2022-01-16 15:29:52 -05:00
quote.php Reworked the PDF Invoice / Quote footer so it can fit more than 2 lines of text, also fixed quote footer not displaying under guest view quote 2022-01-19 14:27:15 -05:00
quote_note_modal.php Fixed Edit Client Contact Title it was missing 2021-08-29 14:01:04 -04:00
quotes.php Fixed it so invoice listing shows currency of that invoice, also replicated to quotes and recurring 2022-01-18 10:24:20 -05:00
recurring.php Fixed it so invoice listing shows currency of that invoice, also replicated to quotes and recurring 2022-01-18 10:24:20 -05:00
recurring_invoice.php Invoice/Quote/Recurring now render Item Description and Notes with new lines if when a new line is formed during entry 2022-01-19 13:07:05 -05:00
recurring_note_modal.php Fixed Edit Client Contact Title it was missing 2021-08-29 14:01:04 -04:00
report_expense_summary.php Fix #216 Updated Currency codes everywhere not just in a few places 2021-12-14 13:00:24 -05:00
report_income_summary.php Fix #216 Updated Currency codes everywhere not just in a few places 2021-12-14 13:00:24 -05:00
report_profit_loss.php Fix #216 Updated Currency codes everywhere not just in a few places 2021-12-14 13:00:24 -05:00
report_tax_summary.php Fix #216 Updated Currency codes everywhere not just in a few places 2021-12-14 13:00:24 -05:00
revenues.php More Define canned date if not set. Prevents undefined errors Same as a48e302 2022-01-13 14:07:51 -05:00
rfc6238.php Implemented 2FA TOTP with Google Authenticator 2019-06-16 22:33:55 -04:00
robots.txt First commit 2019-03-13 17:40:00 +00:00
settings-alerts.php DB Structure Change - Removed the useless Low Account Balance alert 2021-12-08 22:32:05 -05:00
settings-backup.php Allow backing up master key 2022-01-11 00:13:18 +00:00
settings-defaults.php Removed default currency and default country under settings added a company currency to the company table. Now currency default and country default uses company country and currency, updated the currency symbol to use companies currency under dashboard, expenses, profit loss reports 2021-11-19 20:45:57 -05:00
settings-general.php Encryption updates 2022-01-11 00:26:09 +00:00
settings-invoice-quotes.php Added Recurring Auto Increment Number and Prefix DB Structure Updated 2021-02-08 20:01:08 -05:00
settings-mail.php Added Password Reveal to all password fields, also updated the password update logic 2021-08-09 23:34:34 -04:00
settings-nav.php Add Receipt link to edit Expense if one was uploaded 2021-02-15 19:56:09 -05:00
settings-online-payment.php Added WIP to Online Payments as it currently does not function, Disable Pay Online via guest url if online payment is not configured 2021-12-04 12:33:30 -05:00
settings-ticket.php Settings UI Tocuh ups 2021-02-04 11:56:25 -05:00
settings-update.php More encryption updates 2022-01-11 19:03:33 +00:00
settings-user.php Logging/extension related 2022-01-15 23:39:30 +00:00
setup.php Fix share_data var 2022-01-16 13:47:15 -05:00
side_nav.php DB update The long awaited Client Tag support is finally complete along with icon support and color badges this has replaced the user maintenance field to allow further customization, fixed tickets as it was using the old permission system. 2021-12-27 11:42:13 -05:00
tags.php Added Tag Type to allow expansion of tagging support for other entities in the future 2021-12-27 12:06:37 -05:00
taxes.php Deletes and Archivs are now red text 2021-08-11 17:45:11 -04:00
test_calendar_domains.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_client_payments_by_invoice.php Removed Records per page as a setting and added it as session variable define at 10 by default when logged in DB Structure Updated 2021-02-10 13:40:28 -05:00
test_client_print_side_nav.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_contacts.php Removed Records per page as a setting and added it as session variable define at 10 by default when logged in DB Structure Updated 2021-02-10 13:40:28 -05:00
test_delete_confirm_modal.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_domains.php Removed Records per page as a setting and added it as session variable define at 10 by default when logged in DB Structure Updated 2021-02-10 13:40:28 -05:00
test_export_excel_example.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_noclients.php Added selectable num of records on each listing page, fixed up Pagination Records UI, added new stripe library, further worked on stripe integration, fixed mispelling in client details 2021-02-10 11:21:38 -05:00
test_print_profit_loss.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_report_income_summary_2.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_starter_new.php Fixed Input Masks, Spruced up Invoice PDF Template 2021-03-31 19:57:50 -04:00
test_transactions.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
ticket.php Fix for #305 2022-01-19 17:17:18 -05:00
tickets.php Client Tickets display Contact Email below Contact name, removed email column reworked the display handler on the main tickets listing page as well 2022-01-13 16:13:33 -05:00
top_nav.php Use global search for site search 2022-01-14 17:53:26 +00:00
totp-test.php Fixed TOTP for client logins 2021-12-04 21:00:34 -05:00
totp-test2.php Fixed TOTP for client logins 2021-12-04 21:00:34 -05:00
transfers.php More Define canned date if not set. Prevents undefined errors Same as a48e302 2022-01-13 14:07:51 -05:00
trips.php More Define canned date if not set. Prevents undefined errors Same as a48e302 2022-01-13 14:07:51 -05:00
user_clients_modal.php BREAKING CHANGES - Many DB Updates - NOT POSSIBLE TO EASILY UPGRADE TO THIS - Completely reworked User Company Access Permssions, started working on Client Role so Clients can access their data and a bunch of other small fixes 2021-12-22 13:08:24 -05:00
user_companies_modal.php BREAKING CHANGES - Many DB Updates - NOT POSSIBLE TO EASILY UPGRADE TO THIS - Completely reworked User Company Access Permssions, started working on Client Role so Clients can access their data and a bunch of other small fixes 2021-12-22 13:08:24 -05:00
user_logs.php Removed Records per page as a setting and added it as session variable define at 10 by default when logged in DB Structure Updated 2021-02-10 13:40:28 -05:00
users.php BREAKING CHANGES - Many DB Updates - NOT POSSIBLE TO EASILY UPGRADE TO THIS - Completely reworked User Company Access Permssions, started working on Client Role so Clients can access their data and a bunch of other small fixes 2021-12-22 13:08:24 -05:00
vendors.php Code cleanup and fix possible injections when a trusted user is logged in thanks to mwdmeyer, constant_chaos, disclosure5 and rightwayround from /r/msp for pointing these issues out 2021-12-12 13:16:26 -05:00
view_document_modal.php DB Update, reworked upcoming tagging feature in SQL, Added Province and Postal Code to address labels, changed the field document_details to document_content in SQL 2021-11-08 18:07:36 -05:00
view_file_modal.php New File upload logic complete Breaking changes New db dump 2021-09-21 22:22:55 -04:00

README.md

IT Documentation, Accounting and Invoicing System for Small MSPs.

Online Demo

Notice

  • This project is still in early Beta stages and is considered a work in progress. Many changes are being performed and may cause breakage upon updates.
  • We strongly recommend against storing confidential information like passwords in ITFlow at this time.
  • We are hoping to have a stable 1.0 release by July 2022.

Features

  • Client Documentation

    • Contacts - Keep track of important individuals
    • Locations (Head Quarters, Satellite locations)
    • Vendors (ISP, WebHost, MailHost, Software Company, VOIP company, etc.)
    • Assets (Laptop, Workstations, Routers, Switches, Access Points, phones, etc.)
    • Password Manager (AES Encrypted in database)
    • Domain Names & SSL Certificates
    • Software (Manage Applications Licenses, Renewals etc.)
    • Networks
    • Files (PDF Contracts, Manuals, Firewall Backup Configs, etc.)
    • Documents (Tech Docs, How-tos, Processes, Procedures, Notes, etc.)
    • Tickets
    • Client Documentation (Single Downloadable IT Documentation for a client)

  • Client Portal

    • Invoice, Quotes and Payment information
    • More to come soon...

  • Invoicing

    • Automatically Emails Past Due Invoices to clients
    • Automatically Email Receipts upon marking invoices paid
    • Automatic Recurring Invoices

  • Quotes

    • Automated customer approval process using a link that is sent via email to the primary contact
    • One Click turn Quotes into Invoices

  • Accounting

    • Expense Tracking (Track internal business expenses such as Office Supplies, Professional Services, Equipment, etc.)
    • Profit and Loss Reports
    • Income/Expense Summaries
    • Travel Mileage Tracking
    • Accounts (Manage several accounts including cash on hand, bank accounts, etc.)
    • Account Transfers (Keep track of money transfers from account to account including deposits)

  • Alerting/Notifications

    • Low Account Balances
    • Domains to expire
    • Password reset reminder for customers
    • Past Due Invoices
    • Software License Expiration

  • Calendar

    • Schedule Jobs
    • Overview of Invoices, Domains, Asset Warranty Expiry, etc.
    • Schedule Events
    • Automatic Email Reminders of upcoming calendar events to customers

  • Dashboard

    • Overview of business financials

  • Mailing List - Notify users of upcoming change controls, marketing, etc.

  • API

    • XML Phonebook download for VOIP Phones
    • FreePBX Integrated called ID (When call comes in it queries the Database and displays the company name on your caller ID as well as alerts you in the CRM)
    • Pull Emails for Mailing list Integration
    • Check account Balances using FreePBX IVR

  • Multi-Tenant - One Instance Multiple Companies and Users

  • Audit Logging - Logs detailed actions of users and events

  • Permissions / Roles

  • 2FA Login Support (TOTP)

Installation Instructions

  • Change directory to your webroot
  • git clone https://github.com/johnnyq/itflow.git .
  • Create a MariaDB database (Note MySQL is broken)
  • Point your browser to your Web Server
  • Go through the Setup Process
  • Login
  • Start inputting some data

Requirements

  • Webserver (Apache, NGINX)
  • PHP7+
  • MariaDB (MySQL is broken)

Technologies Used

  • Backend / PHP libs

    • PHP
    • MariaDB
    • PHPMailer

  • CSS

    • Bootstrap
    • AdminLTE
    • fontawesome

  • JS Libraries

    • chart.js
    • moments.js
    • jQuery
    • pdfmake
    • Select2
    • SummerNote
    • FullCalendar.io

API Calls

  • Caller ID lookup (Great for integrating with your phone system like FreePBX, and having your VOIP phone return the client's name thats calling in) - /api.php?api_key=[API_KEY]&cid=[PHONE_NUMBER] - Returns a name
  • XML Phonebook Download - /api.php?api_key=[API_KEY]&phonebook
  • Client Email (great for mailing lists) - /api.php?api_key=[API_KEY]&client_emails - Returns Client Name - Email Address
  • Account Balance for Client (can be integrated into multiple places for example in FreePBX Press 3 to check account balance, please enter your client ID your balance is) - /api.php?api_key=[API_KEY]&client_id=[CLIENT_ID] - Returns Account Balance
  • Add new asset for a client - /api.php?api_key=[API_KEY]&client_id=ClientID&add_asset=Name&type=[Desktop|Laptop|Server]&make=Make&model=Model&serial=Serial&os=OS
    • Required: api_key, client_id, add_asset (name)
  • NOTE: [API_KEY] - is auto generated when a company is created and shows up in General Settings, this can also be changed manually.

Future Todo

  • MeshCentral / TacticalRMM (Export Assets Info to ITFlow, Exports common software applications to Software)
  • CalDAV to integrate with 3rd party calendars
  • CardDAV to integrate with 3rd party Address books
  • Stripe Integration for online payments
  • Toast Alerts with recent caller that matches caller ID in database which allows you to click on the toast alerts and bring up the clients account right away.
  • FIDO2 WebAuthn Support for passwordless auth (TPM Fingerprint), (USB Hardware keys such as Yubikey)